Tesla earnings call script settlement

Tesla earnings call script settlement: I don’t know what I need to do because there are a lot of great articles in this earnings season. So I’m going to read it and organize it around what to note.

1. Elon, who was a shepherd boy who claimed there was a wolf.
   The 2024 4Q tsla earnings ended in a miss. However, I think it is important to transform into a narrative company that goes beyond just performance, because of the overwhelming presentation of vision beyond electric vehicle companies and the fact that this vision can work for the market as one of the heavyweights of the second Trump administration.

What Elon Musk Has to Say:
People say “Elon lied many times like a shepherd boy,” but this time he says there’s a real wolf.

Now, starting with the approval of all time tables in 2025, especially the fsd, it’s going to be verified on Wall Street. If this is acknowledged as “there’s a real wolf,” Tesla shares think $800 or even $1,000 could be possible this year.
What if it doesn’t go to the time table? The stock price goes to hell.

2. True enemies: regulation, regulation, regulation.
   What Elon Musk Has to Say:
   I think the constraint for next year will probably be regulation. Europe, for example, is really like a cake with layers of regulation and bureaucracy… (Obsessed) … For example, in Europe, even rolling out supervised Full Self-Driving, even though it works so well, has to go through mountains of paperwork with our main regulator, the Netherlands. Then the Netherlands submits it to the EU in May and there’s a huge EU national commission… (Obsessed) … So when will unsupervised FSD be allowed in Europe? Maybe next May? I don’t know. We’ll have to find out when the EU meets again. Sometimes it’s a 12-month cycle and sometimes it’s a 6-month cycle.

Recently, Elon is intensifying his offensive against European politics. If you think about it, the media frame Elon as a Nazi salute itself is a device to amplify the backlash against Elon’s attempt to intervene in European politics.

Why would Elon want to intervene in European politics? Because of regulations.

As I have mentioned several times, Elon’s behavior is the most similar to Napoleon’s in the past. Just as he broke through the crisis by supporting Trump when the business progress became unclear in the United States due to regulations and was in a fatal crisis, Elon seems to be trying to break through regulations in Europe by utilizing the psychology of anti-democraticism. It should not be forgotten that Elon’s “left” is what Europe and the United States call “reckless immigration support policy,” “reckless subsidies distributed to those who do not work,” and “regulation for regulation,” which cause confusion in society, hinder innovation, and further strengthen regulations. Korea also has some points to consider.

3. Really, a crazy company
   What Elon Musk Has to Say:
   Our operating expenses increased both year-on-year and quarter-on-quarter. The biggest increase was in R&D, where we continue to invest in AI-related initiatives. The remaining increase came from increased sales capacity and marketing efforts in recommendation programs. We expect operating expenses to increase in 2025 to support our growth initiatives… (minimum) … Our free cash flow for the quarter was $2 billion, and we were able to generate $3.6 billion in annual free cash flow despite more than $2.4 billion in facility investment in 2024. Facility investment efficiency is something we are very focused on. While investing in AI-related initiatives, we leveraged our spending in a very goal-oriented way to get immediate benefits. Cortex’s deployment accelerated to accelerate the launch of FSD version 13. So far, cumulative AI-related facility investment, including infrastructure, is approximately $5 billion. We expect facility investment to be the same year-on-year in 2025.

A company’s operations are, after all, a question of “how efficiently do you use the money you’ve earned so far to earn it again?” Tesla’s operations are impeccable in this regard. In particular, I think its ability to reduce costs while maintaining quality is unrivalled.
Is this possible without Elon? Not possible.

Elon is Tesla’s brain, the heart itself.